Tax Documents

Best Practices for Counselors
As with most things, ensuring successful tax sessions using The Benefit Bank requires preparation. The following are best practices that will help you as you work with clients.

Before the Tax Session
Provide clients with copies of the following documents prior to their appointment and review any concerns they may have regarding the items included here:

* Federal Tax Checklist
* State Checklists

PA

* Summary of Limitations on Federal Taxes
* Terms and Conditions of Use and Agreement
* Explanation of TBB new Consent Forms

Consent to Disclose
Consent to Use